Private Wealth Advisor: High-Net-Worth Growth & Strategy

U.S. Bank; San Jose (CA); On-site; USD 180,000 - 220,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) and employer-funded retirement

Paid vacation

Job summary

U.S. Bank is seeking a senior wealth management professional in San Jose, CA to retain and grow high net worth client relationships. You will guide a team of Banking, Trust and Investment experts to meet client needs and drive business growth with senior-level advisory skills.

The role requires extensive experience, NMLS registration under S.A.F.E., and CFA/CFP is preferred. Strong relationship, analytical, and presentation skills are essential for success.

Qualifications

• Bachelor's degree or equivalent work experience; 10+ years in high and ultra-high net worth client wealth management activities.
• Excellent relationship management, networking, and business development skills.
• Extraordinary talent for driving business; extensive knowledge of U.S. Bancorp Banking, Trust, and Investment products and services.

Responsibilities

• Responsible for retention and growth of medium to large size high net worth client relationships.
• Builds a team of Banking, Trust and Investment professionals around the client to meet and exceed needs.
• Partner with colleagues to identify and service unique client needs; provide counsel and expert advice.

Skills

Excellent relationship management

Networking

Business development

Analytical and problem-solving

Writing and presentation skills

Independent decision making

CFA or CFP (preferred)

Education

Bachelor's degree or equivalent work experience

Job description

U.S. Bank is seeking a senior wealth management professional in San Jose, CA to retain and grow high net worth client relationships. You will guide a team of Banking, Trust and Investment experts to meet client needs and drive business growth with senior-level advisory skills.

The role requires extensive experience, NMLS registration under S.A.F.E., and CFA/CFP is preferred. Strong relationship, analytical, and presentation skills are essential for success.